Tim Wills - Financial Adviser for Pensions and Investments
TW
Financial Advisors
Tim Wills - Financial Adviser for Pensions and Investments
357a Nore Rd, Bristol BS20 8EY
# Ascent Wealth Management - Business Description
Ascent Wealth Management is a Bristol-based financial advisory firm specialising in pensions and investments. Operating as a partner of M&G Advice, they provide regulated financial planning services backed by Prudential and M&G's 170+ years of financial expertise.
The firm serves individuals seeking clarity on retirement planning and investment strategy, particularly those concerned about maintaining their standard of living throughout retirement. They work with clients across multiple generations, often advising second and third-generation family members, indicating strong client retention and trust.
What distinguishes Ascent Wealth Management is their curated approach to advice. Rather than presenting overwhelming product options, they recommend from a carefully selected range of products and funds, believing that a focused strategy delivers better outcomes. This disciplined methodology reduces decision paralysis whilst maintaining professional standards.
Led by Simon Trainor, Director and fully qualified Financial Adviser with over 20 years' industry experience, the team combines substantial expertise with personalised service. Chris Nock brings nearly 30 years of financial services background, whilst Rhys Lewis provides operational support. The advisers prioritise building long-term client relationships and delivering professional, accessible guidance.
They're regulated professionals holding Diplomas in Financial Planning, grounded in high compliance standards. This combination of credentials, curated product selection, experience, and commitment to relationship-building makes them accessible yet professionally rigorous for Bristol clients navigating financial planning decisions.
Ascent Wealth Management is a Bristol-based financial advisory firm specialising in pensions and investments. Operating as a partner of M&G Advice, they provide regulated financial planning services backed by Prudential and M&G's 170+ years of financial expertise.
The firm serves individuals seeking clarity on retirement planning and investment strategy, particularly those concerned about maintaining their standard of living throughout retirement. They work with clients across multiple generations, often advising second and third-generation family members, indicating strong client retention and trust.
What distinguishes Ascent Wealth Management is their curated approach to advice. Rather than presenting overwhelming product options, they recommend from a carefully selected range of products and funds, believing that a focused strategy delivers better outcomes. This disciplined methodology reduces decision paralysis whilst maintaining professional standards.
Led by Simon Trainor, Director and fully qualified Financial Adviser with over 20 years' industry experience, the team combines substantial expertise with personalised service. Chris Nock brings nearly 30 years of financial services background, whilst Rhys Lewis provides operational support. The advisers prioritise building long-term client relationships and delivering professional, accessible guidance.
They're regulated professionals holding Diplomas in Financial Planning, grounded in high compliance standards. This combination of credentials, curated product selection, experience, and commitment to relationship-building makes them accessible yet professionally rigorous for Bristol clients navigating financial planning decisions.
Services offered
Financial planningPension adviceInvestment managementRetirement planningFund selectionWealth managementM&G product advicePersonal financial strategy